Sarah Brookes Governo
Advisor at Summit Wealth Group LLC — Exeter, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 66
Experience Industry experience
12 years
Location
Exeter, NH 03833
Summit Wealth Group LLC
Team
Total advisors
7Clients per advisor
64 TypicalAvg AUM per client
$1,672,738 HighHNW client ratio
50% HighSarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Summit Wealth Group since 2015, following prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. from 2006 to 2008. Summit Wealth Group LLC is a seven-advisor team offering personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with tax preparation and planning services, employing client-specific investment policies and asset-allocation strategies, often managed on a discretionary basis.
Based on Summit Wealth Group LLC
Financial Life Planning fixed fees $5,000 to $7,500; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
0.25% - 1.5% (blended tiered fee schedule, negotiable)
Certain professionals are registered representatives receiving customary commissions and 12b-1 fees for securities sales; commissions and 12b-1 fees are not offset against advisory fees.
Additional Financial Life Planning services beyond initial plan at $500 per hour.
Tax Preparation and Planning services charged on a fixed fee subscription basis ranging from $750 to $2,500 annually.
Account minimum: $1,000,000 Fee-only: Financial Life Planning fixed fees generally $5,000 to $7,500 per plan; Financial Consulting fixed fees $5,000 to $10,000; Tax Preparation subscription fees $750 to $2,500 annually.
Exeter, NH
20 B Hampton Road
Exeter NH 03833
Advisors at this office
7
Vermont
12 years of industry experience
Summit Wealth Group LLC
2015 - Present • 11 years
White River Junction, VT
Morgan Stanley & Co. LLC
2007 - 2008 • 1 year
Lebanon, NH
Morgan Stanley Dw Inc.
2006 - 2007 • 1 year
West Lebanon, NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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